TOP 30 Financial risk management in South Bend, Indiana

14 results found

Priority Risk Management Inc is a leading insurance agency located at 2628 South Michigan Street in South Bend, Indiana. We specialize in providing personalized risk management solutions to individuals and businesses, helping them protect their assets and achieve financial security. Our team of experienced professionals is dedicated to ensuring that our clients receive the best coverage at competitive rates. Whether you are looking for auto, home, life, or commercial insurance, we have the expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how Priority Risk Management Inc can help you safeguard what matters most.

Melissa Eikens is a Financial Advisor at Ameriprise Financial Services, LLC located at 800 East Jefferson Boulevard, South Bend, Indiana, United States. Melissa holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Melissa provides comprehensive financial planning services to individuals and businesses, specializing in asset management, retirement planning, estate planning, tax planning, risk management, and investment strategies. With expertise in various areas of financial planning, Melissa is dedicated to helping clients achieve their financial goals and secure their financial future.

Greg Hildebrand - TIAA Wealth Management Advisor is a finance institution located at 1251 North Eddy Street in South Bend, Indiana, United States. As a trusted advisor, Greg Hildebrand provides personalized wealth management services to help clients achieve their financial goals. With a focus on strategic planning and investment management, Greg Hildebrand offers expert guidance and support to individuals and families looking to secure their financial future. Contact Greg Hildebrand - TIAA Wealth Management Advisor today for comprehensive financial planning tailored to your unique needs.

Merrill Lynch Financial Advisor Jim T Ruthrauff is a finance institution located at 100 North Michigan Street, South Bend, Indiana, United States. Our mission is to understand you and what matters most to you, so we can help you design and implement a personalized plan to pursue your financial goals while managing investment risk. We focus on potential solutions that can turn your goals into reality, whether it's planning for future healthcare expenses, college, business transactions, or passing wealth to future generations. With access to investment insights from Merrill and banking solutions from Bank of America, we work with you to develop an approach that addresses your financial needs. Our team is committed to building strong client relationships based on trust and personalized service. We have received recognition from financial industry publications and Bank of America for our exemplary client service. Let's work together to help you achieve your financial goals.

Rich Was - State Farm Insurance Agent is an insurance agency located at 2030 South Bend Avenue in South Bend, Indiana. Conveniently situated near Notre Dame, across from Dairy Queen, and between Ironwood and Edison, our office proudly serves the South Bend area and surrounding communities in Indiana and southern Michigan. As a State Farm Insurance Agent since 1991, I lead a team of licensed Insurance Professionals dedicated to providing personalized insurance coverage for your specific needs. From Auto Insurance and Homeowners Insurance to Life Insurance and Financial Services, we also offer assistance to small business owners with their Commercial lines of insurance. Contact us today for a free quote on Car Insurance, Home Insurance, or Life Insurance. We are committed to protecting what matters most to you, your family, and your business. Whether you need to safeguard your car, home, or life, our experienced team is here to help. Reach out to us via phone, text, visit, email, or Facebook message to get connected with us today.

Hagerman & Co is a reputable institution located at 501 Alonzo Watson Drive in South Bend, Indiana, United States. We specialize in providing top-notch financial services to individuals and businesses, offering a wide range of solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized and expert advice to assist our clients in making informed decisions. With a commitment to excellence and a focus on customer satisfaction, Hagerman & Co is the go-to institution for all your financial needs.

Astron EHS is a leading institution located at 25200 Indiana 2, South Bend, Indiana, United States. Specializing in finance and health, Astron EHS is dedicated to providing top-notch services to individuals and businesses in need of expert financial and health management. With a team of experienced professionals, Astron EHS offers comprehensive solutions to help clients achieve their financial and health goals. Whether you need assistance with financial planning, investment management, or health and wellness programs, Astron EHS is here to help. Visit us today to learn more about how we can assist you in achieving your financial and health objectives.

Diversified Planning is a well-established institution located at 216 South Taylor Street in South Bend, Indiana, United States. As a versatile finance, health, and insurance agency, we specialize in providing comprehensive and personalized financial planning services to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, health insurance options, or risk management solutions, Diversified Planning is here to provide expert guidance and support. Contact us today to learn more about how we can help you plan for a prosperous and secure future.

Deb Childs - State Farm Insurance Agent is a reputable insurance agency located at 16845 West Douglas Road in Mishawaka, Indiana. With over 70 years of combined State Farm team experience, our agency specializes in auto insurance, homeowners insurance, life insurance, renters insurance, and business insurance for residents in Mishawaka/South Bend/Notre Dame and throughout Indiana and Michigan. As a dedicated State Farm Insurance agent since 1986, I am committed to providing top-notch service to our clients. Our agency is actively involved in the community, serving on various boards and organizations in the South Bend area. We strive to be the first choice for insurance and financial services for our clients.

Welcome to Glen Neely - State Farm Insurance Agent located at 19271 Darden Road in South Bend, Indiana. Our agency is conveniently located near Clay High School and serves customers in St Joseph, LaPorte, Elkhart Counties, and the surrounding areas in the greater Michiana area. At Glen Neely State Farm Insurance Agency, we offer a wide range of State Farm products to ensure the future security of you and your family. Whether you need Auto Insurance, Home Insurance, Renters Insurance, Condo Insurance, Boat Insurance, or Motorcycle Insurance, we are here to help. We also assist with relocations to the South Bend Notre Dame area.

Ben Finan, 1st Source Asset Advisors is a trusted financial institution located at 100 North Michigan Street in South Bend, Indiana, United States. Our team of experienced financial consultants specializes in creating personalized financial plans that cater to each client's unique goals and circumstances. From rollover services to retirement planning, education planning, and risk management, we offer a wide range of services to help you achieve your financial objectives. Our client-centric process involves a comprehensive three-step planning approach that includes understanding your needs, developing customized strategies, and implementing your personalized plan. We provide ongoing communication and monitoring to ensure that your portfolio stays on track towards your financial goals.

Billie Treber, 1st Source Asset Advisors is a financial institution located at 100 North Michigan Street, South Bend, Indiana, United States. The financial consultants at 1st Source Asset Advisors specialize in creating personalized financial plans that cater to the unique goals and circumstances of each client. Services offered include Rollover Services, Traditional & Roth IRAs, Mutual Funds, Stocks & Bonds, Retirement Planning, Education Planning, Long Term Care Insurance, Risk Management, Automated Investing, and Guided Wealth Portfolios. The institution follows a client-centric process involving a comprehensive three-step planning approach to identify needs, implement strategies, and monitor progress. The experienced financial consultants at Billie Treber, 1st Source Asset Advisors strive to simplify their clients' financial lives and provide personalized care.

Nathan Piwowar, 1st Source Asset Advisors is a finance institution located at 2230 South Bend Avenue in South Bend, Indiana, United States. Our team of financial consultants specializes in creating personalized financial plans that cater to each client's individual goals, circumstances, and time horizons. Services offered include rollover services, IRAs, mutual funds, stocks and bonds, retirement planning, education planning, long-term care insurance, risk management, and automated investing. We follow a client-centric process that focuses on achieving specific milestones through a comprehensive three-step planning approach. We begin by understanding your financial situation and goals, then provide a detailed analysis and customized strategies to address your future needs. Once a plan is selected, we put it into action and maintain consistent communication to monitor and adjust as needed.

Farm Credit Mid-America is a leading financial institution located in South Bend, Indiana. We specialize in providing financial services to farmers, agribusinesses, and rural residents in the Midwestern United States. Our team of experienced professionals is dedicated to helping our customers achieve their financial goals and thrive in today's competitive agricultural industry. From loans and insurance to risk management and investment options, Farm Credit Mid-America is committed to providing innovative solutions tailored to meet the unique needs of our clients. Visit us at 6801 Indiana 931 to learn more about how we can support your financial success.